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iShares Currency Hedged MSCI EAFE ETF

457 hedge funds and large institutions have $5.65B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 102 increasing their positions, 239 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.25% less ownership

Funds ownership: 92.98%88.73% (-4.3%)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

12% less funds holding

Funds holding: 522457 (-65)

21% less capital invested

Capital invested by funds: $7.15B → $5.65B (-$1.5B)

53% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 105

57% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 239

Holders
457
Holders Change
-65
Holders Change %
-12.45%
% of All Funds
6.02%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.38%
New
49
Increased
102
Reduced
239
Closed
105
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
101
Titleist Asset Management
Texas
$4.43M -$22.6K -619 -0.5%
DWM
102
DecisionMap Wealth Management
Virginia
$4.41M +$62.3K +1,704 +1%
TW
103
TritonPoint Wealth
Maryland
$4.28M -$31.1K -850 -0.7%
FT
104
Fiduciary Trust
Massachusetts
$4.28M
FFWM
105
Future Financial Wealth Management
Ohio
$4.24M -$166K -4,544 -4%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$4.21M +$3.77M +102,990 +1,321%
CIAS
107
Capital Investment Advisory Services
North Carolina
$4.17M -$81.3K -2,223 -2%
GWM
108
Geneos Wealth Management
Colorado
$4.11M -$4.49M -122,948 -53%
SPIA
109
Steward Partners Investment Advisory
New York
$4.04M -$1.66M -45,416 -30%
CPG
110
Cornerstone Planning Group
New Jersey
$4.03M +$201K +5,510 +5%
AF
111
Advisornet Financial
Minnesota
$3.99M -$151K -4,127 -4%
IWA
112
IVC Wealth Advisors
Pennsylvania
$3.89M +$610K +16,679 +19%
RIA
113
Regal Investment Advisors
Michigan
$3.81M -$1.5M -41,044 -29%
CIA
114
Concurrent Investment Advisors
Florida
$3.76M -$439K -12,002 -11%
MFG
115
Merit Financial Group
Georgia
$3.75M -$10.8M -294,053 -75%
AA
116
Ancora Advisors
Ohio
$3.74M +$345K +9,441 +11%
CC
117
Cypress Capital
Tennessee
$3.71M -$27.5K -752 -0.8%
AWM
118
Axxcess Wealth Management
California
$3.7M +$1.07M +29,210 +43%
CAAS
119
Capital Asset Advisory Services
Michigan
$3.69M +$1.07M +29,242 +43%
CL
120
CVFG LLC
Indiana
$3.65M +$189K +5,157 +6%
TFS
121
Thoroughbred Financial Services
Tennessee
$3.51M +$463K +12,671 +16%
HighTower Advisors
122
HighTower Advisors
Illinois
$3.5M -$3.29M -90,032 -49%
PCA
123
Prosperity Capital Advisors
Ohio
$3.33M -$408K -11,152 -11%
SWM
124
Spire Wealth Management
Virginia
$3.24M -$885K -24,199 -21%
IWM
125
IHT Wealth Management
Illinois
$3.22M -$176K -4,803 -5%

HEFA Hedge Fund Activity: Q2 2025 in Review

457 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2025, worth a combined $5.65B — down 21% from $7.15B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of HEFA and 49 opened new positions — a net loss of 56 holders — while 239 trimmed existing stakes and 102 added.

The largest buyer was Ameriprise, adding an estimated $31M. The largest seller was Envestnet Asset Management, cutting an estimated $502M.

  • 457 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2025, down from 522 in Q1 2025.
  • Funds reported $5.65B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2025, down 21% quarter-over-quarter.
  • 49 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2025 and 105 closed out, a net change of -56 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2025 was Ameriprise, an estimated $31M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.